Beacon Capital Management LLC (Tennessee)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-76	Closed	-$5.5K	–	838
2025 Q2	$5.5K	Buy	+76	New	+$5.14K	﹤0.01%	740
2024 Q4	–	Sell	-62	Closed	-$4.2K	–	1190
2024 Q3	$4.2K	Hold	62	–	–	﹤0.01%	855
2024 Q2	$3.82K	Hold	62	–	–	﹤0.01%	763
2024 Q1	$3.93K	Hold	62	–	–	﹤0.01%	752
2023 Q4	$3.5K	Sell	62 -53	-46%	-$3.03K	﹤0.01%	706
2023 Q3	$6.78K	Hold	115	–	–	﹤0.01%	638
2023 Q2	$6.78K	Hold	115	–	–	﹤0.01%	638
2023 Q1	$6.84K	Sell	115 -262	-69%	-$15.6K	﹤0.01%	572
2022 Q4	$21.3K	Buy	377 +239	+173%	+$12.8K	0.01%	362
2022 Q3	$7K	Hold	138	–	–	﹤0.01%	542
2022 Q2	$10K	Hold	138	–	–	﹤0.01%	540
2022 Q1	$10K	Buy	+138	New	+$9.37K	﹤0.01%	540

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCZ Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 76 shares — an estimated $5.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCZ in Q1 2022 and held it in 12 quarters. The position peaked at $21.3K in Q4 2022. 705 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 76 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $5.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares MSCI EAFE Small-Cap ETF position peaked at $21.3K in Q4 2022.
705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.